Uncategorized
Mastering SBA 7(a) Biz Aq Loans: Structure Deals for Perfect Compliance — 11/4
A Coleman Training WebinarDate: Tuesday, November 4, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording In FY 2025, 23.6% of SBA 7(a) loan dollars—over $9 billion—were used for business acquisitions, confirming that change-of-ownership financing remains one of the most active and scrutinized segments of the SBA program. With Baby Boomers still owning approximately 40% of all…
Read More10 Tips to Streamline the SBA Credit Memo for Loans $350,000 and Under — 10/17
Simplify compliance, avoid costly mistakes, and speed up approvals on small loans under SOP 50 10 8. .. A Coleman Training WebinarDate: Friday, October 17 2025Time: 2:00 p.m. EasternIncludes e-certification & recording For many SBA lenders, the credit memo remains one of the most time-consuming and frustrating parts of the loan process. Even small loans…
Read MoreColeman’s 721110 Report — SBA Motel & Hotel Lending
About Coleman’s 721110 Report Coleman’s 721110 Report is the premier online resource devoted excl… Subscribers, please login New subscription order page Username or E-mail Password * Remember Me Forgot Password
Read MoreSpotting Borrower Fraud and Reporting to SBA’s OIG, as Required by Law — 10/9
SBA Lender Loan Fraud Reporting Obligations .. A Coleman Training WebinarDate: Thursday, October 9, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Zero-Tolerance Fraud Policy Begins Now SBA has made fraud prevention a top priority for 2025 under the new administration. Fraud enforcement is now front and center, and lenders are expected to take swift and…
Read MoreAvoid the Top Ten Equity Injection Mistakes That Put Your SBA Guaranty at Risk — 10/22
Practical training with former SBA Deputy Director Lance Sexton on how seasoned loan closers document equity injections to achieve 100% audit compliance under SOP 5010 8. .. A Coleman Training WebinarDate: Wednesday, October 22, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Equity injection documentation continues to be one of the most heavily scrutinized areas in…
Read MoreColeman’s 15th Annual SBA Hospitality 7(a) & 504 Financing Webinar — 9/16
Featuring the Anticipated $10 Million SBA Loan Cap Increase, 2025 Policy Updates, & Underwriting Addendum Checklist .. A Coleman Training WebinarDate: Tuesday, September 16, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Hospitality continues to be one of the busiest sectors for SBA financing. Hotels, limited service properties, extended stay, and boutique concepts remain in high…
Read MoreWhat Brokers Need to Know From SBA Lenders to Earn Up to 2 Points Referral Fee — 9/9
Get insider knowledge from an SBA lender turned broker! A Coleman Webinar Date: Tuesday, September 9, 2025 Time: 2:00 p.m. Eastern Includes e-certification & recording Join us as Gary Griffin, a trusted industry leader and former SBA lender, shares his expertise to help loan brokers level up their game. Discover how to streamline your processes,…
Read MoreLeverage ChatGPT & Microsoft Co-Pilot to Craft SBA 7(a) Credit Memos — Workshop in Ontario, CA on 9/25
A Coleman Workshop Live in Ontario, CaliforniaDate: Thursday, September 25, 2025Includes e-certification & recording . This is not a webinar. This is a true Coleman Workshop—an interactive, hands-on training event where your team will engage directly with Bob Coleman to master AI tools that revolutionize SBA 7(a) credit memo preparation. Event Details Workshop Highlights Pre-Workshop Networking…
Read MoreMid-Year Banking Briefing: Policy Shifts, Market Resilience & What’s Ahead — 8/5
While the new Trump Administration has lightened the regulatory burden for banks, a banking reset has not yet emerged. Exams and enforcement are still tough, and banks are still grappling with uncertainty over tariffs, interest rates, and the priorities of new Agency leadership. Nevertheless, bank stocks have outpaced the S&P in 2025 so far by…
Read MoreLeverage ChatGPT to Analyze SBA Collateral and Write Professional Credit Memo Narratives — Webinar 9/4
A Coleman Webinar Date: Thursday, September 4 Time: 2:00 p.m. Eastern Includes e-certification & recording The Problem with SBA Collateral Analysis SBA 7(a) collateral analysis and narrative preparation remain time-consuming, error-prone, and inconsistent across underwriting teams. With the new SBA SOP 50 10 8, lenders face expanded requirements for collateral valuation, lien documentation, and narrative…
Read More